What You Get

The First Ever Immersive Private Equity & Venture Capital Program

  • MONDAY NIGHTS (LIVE REMOTE) : Immersive Dealflow Training

  • WEDNESDAY NIGHTS (LIVE REMOTE) : Financial Modeling & Theory

  • WEDNESDAY AFTERNOONS (LIVE REMOTE): Live Networking With Investors

  • LIVE IN PERSON EVENTS/NETWORKING: With Active Private Equity / VC Investors

  • ONE ON ONE COACHING (LIVE REMOTE): We'll Develop a Personalized Career Plan For You

  • SELF GUIDED LECTURES: See Modules Below

Self Guided / On Demand Learning Modules

Live Monday & Wednesday sessions are also available for playback

  • 1

    Orientation

    • Terms & Privacy Policy

    • Orientation / Overview

  • 2

    Digital Platforms, Email, & Tools

    • Join Slack Channel

    • Dealflow Outreach Best Practices

    • Zoom Meetings & Calendar Invites

    • Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions

    • Guest Investor (VC & Private Equity) Speaker Recordings

    • Career Coaching / Office Hours

    • Instructor (Roles & Resonsibilities)

    • Link to Deals in Trello

    • Questions & Support

  • 3

    The Investment Management Universe

    • Video: Investment Management Universe

    • Slides (Invesment Management Universe)

    • Slides (Buy Side vs. Sell Side)

    • Reference Links

    • Slides: Intro to Hedge Funds

    • Video: Intro to Hedge Funds

  • 4

    Private Equity & Venture Capital Landscape

    • Video: Private Equity and Venture Capital Landscape

    • SLIDES: How Private Equity & Venture Work Together

    • SLIDE: VC Funding Stages

    • SLIDES: The Evolution of Venture Capital

    • Referenced Links

  • 5

    VC Career Pathways

    • Career Pathways

    • Venture Capital Career Pathways

    • Reference Links

    • Your Career Plan

  • 6

    Intro to Private Equity (Private Equity 101)

    • Video: Private Equity 101

    • Private Equity 101 Slides

    • Reference Links

    • Mentorship Session with PE Firm

  • 7

    Corporate Venture Capital: Strategic & Financial Strategies

    • VIDEO: Corporate Venture Capital

    • Corporate Venture Capital Fundamentals & Objectives

    • Reference Links

  • 8

    Secondary Markets and Transactions

    • Secondaries - Video Lecture

    • Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..

  • 9

    Private Equity / VC Processes & Frameworks

    • VC Processes and Frameworks

    • VC Processes & Frameworks.pdf

    • Solo Capitalists and How They Are Innovating on the Venture Model

    • Supporting Links

    • Referred: Different Types of Returns

    • Spreadsheet for Different Types of Returns

  • 10

    Market Sizing

    • Video: Marketsizing & Penetration

    • Slides: Marketsizing & Penetration

    • Reference Links - data cheatsheets

  • 11

    Developing an Investment Thesis & Investor Lens

    • Video: How to Develop an Investment Thesis

    • Slides: Investment Thesis

    • Investment Thesis Examples

  • 12

    Sourcing Deals and Logistics

    • Video: Sourcing Logistics

    • Slides: Sourcing Logistics

    • Video: How to Source Deals (Private Equity & VC)

    • Slides: Additional Sourcing Strategies

    • Reference Links - Sourcing Deals

    • Monday Partners Meeting - Trello Board

    • DEAL SHEET Template

  • 13

    Dealflow Outreach: What to say to Founders, How to PASS

    • Startup Outreach Strategies

    • Pass Email Example

    • WHY VCs Don't Sign NDAs

    • Startup Outreach Strategies

  • 14

    Financial Statements, Financial Modeling, & KPIs

    • Financial Statements, The 3 Statement Startup Financial Model, & KPIs

    • Financial Modeling, Statements, & KPIs

    • TEMPLATE: Financial Model (make a copy)

    • Video: Guest Lecturer with a CFO who manages Venture Backed Deals

    • Slides: Guest Lecturer with a CFO who manages Venture Backed Deals

    • 3 Statement Financial Model (Download)

    • Revenue & Churn Analysis Model

    • Reference Links

    • User Retention Benchmarks

    • Good MRR Growth Example

    • How to model an SPV

    • Return Analysis Model & Explanation from a Top VC

    • Mobile Growth Marketing Financial Model

    • VC Scorecard method

    • VIDEO: Statement of Cashflows vs. Cashflow Statement

    • EXCEL MODEL: Statement of Cashflows vs. Cashflow Statements

    • VIDEO: Waterfall / Return Analysis

    • EXCEL MODEL: Waterfall / Return Analysis

    • Excel: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Slides: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Video: Venture Capital to Private Equity Exit Life Cycle Interview Case Study

    • Slides: Private Equity Deal - End to End Deal Deal Overview

    • Excel: Private Equity Deal - End to End Deal Deal Overview

    • waterfall & catch up excel model

  • 15

    Discounted Cashflow

    • VIDEO: Discounted Cash Flow

    • Discounted Cash Flow Case Study 1

    • Links

  • 16

    Leveraged Buy Outs (Models)

    • Leveraged Buyouts Basics & Financial Model Walkthrough - Video

    • Leveraged Buyout - Slides

    • Leveraged Buyout Model (download excel)

    • Excel Model: 2nd Leveraged Buyout Model Case Study

    • Video: Leveraged Buyout Model Video

    • Building an LBO From Scratch (VIDEO)

    • Building an LBO from Scratch (excel models, financial data)

  • 17

    Weighted Average Cost of Capital

    • VIDEO: Weighted Average Cost of Capital

    • Excel Model - Weighted Average Cost of Capital

    • WACC: Filled in template

  • 18

    Mergers and Acquisitions

    • VIDEO M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

    • Slides: M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

    • EXCEL: M&A Transaction Financial Model - Detailed Excel Analysis & Waterfall

  • 19

    Valuation and Ownership

    • Video: Valuation and Ownership

    • EXERCISE: Modeling out the Discount vs. Valuation Cap

    • Slides: Valuation

    • Helpful links

    • How to determine Valuation (more kpis & metrics)

    • Variation in valuations that goes unexplained = AKA the Dark Matter

  • 20

    Funding Vehicles

    • Video: Funding Vehicles

    • Slides: Funding Vehicles

    • Reference Links

    • Build Your Own Fund Model

    • Funding Rounds and Sizes

    • Video: The Evolution of Fund I to III

    • SLIDES: The Evolution of Venture Capital

    • LP who teaches Fund Modeling

    • How to Raise Money from LPs on Twitter

  • 21

    Cap Tables & Return Analysis

    • Co-founders Agreement Best Practices

    • Video: Captables , Return Analysis, & Waterfall Analysis

    • Slides: Captables & Waterfall Analysis

    • Captable & Return Analysis Model

    • Additional simple captable without valuation cap

    • Case Studies on Different Types of Returns

    • Early Stage example of $500k to $3B

  • 22

    Data Rooms

    • What & Why a Data Room?

    • Video: Data Rooms

    • Dataroom Checklist

    • Dataroom Artifacts

  • 23

    Tech Stacks & VC Platforms

    • Video: The Tech Stacks of Venture Capital

    • Slides: The Tech Stack of Venture Capital

  • 24

    Industries & Exit Trends

    • Industry & Exit Trends

  • 25

    Diligence

    • Due Diligence

    • Diligence

  • 26

    Investment Committee Process / How to Write Investment Memos

    • Investment Committee Process / How to Write Memos

    • Slides: Investment Committee Process & How to Write Memos

    • Template : Investment Committees

    • Investment Memo Templates

  • 27

    Term Sheets

    • term sheets

    • Exploding Term Sheets

    • Legal Templates & Sample Term Sheets

    • Examples of SAFE & Convertible Note Templates

    • Accelerators & Terms

  • 28

    Board Meetings

    • boards

  • 29

    Investment Committees at Sutton

    • The Investment Committee Template

    • Investment Committee: 1 (Food Tech Deal)

    • Investment Committee: 2 (Space Deal)

    • Investment Committee: 3 (Cyber Security)

    • Investment Committee: 4 (Fintech)

    • Investment Committee: 6 (Hydrogen Energy / Cleantech)

    • Investment Committee: 7 (B2B Saas)

    • Investment Committee: Space / Fintech

    • Late Stage Ed Tech

    • Investment Committee: Aviation Deep Tech Company

    • Quantum Computing Deal

    • Quantum Deal: Return Analysis

  • 30

    Qualified Small Business Stock (QSBS)

    • Qualified Small Business Stock (QSBS) Definition and Tax Benefits

    • QSBS Tax Benefits: How to Use Qualified Small-Business Stock

  • 31

    Due Diligence Portfolio Phone Calls (Recordings)

    • B2B SaaS

    • Healthtech

    • Deep Tech - Aviation

    • Food Tech

    • Deep Tech / Aviation

    • Healthcare Delivery Startup - Africa

    • Delivery Service Aggregator (B2B deal)

    • Nuclear Energy Deal

    • Fashion Tech Consumer App

    • Sports Betting / Fantasy Sports Startup

    • Enterprise Fintech Deal (Corporate Reporting/Reimbursements)

  • 32

    Family Offices

    • Family Offices & Fund Manager Selection

  • 33

    Guest Speakers

    • Digital Health Trends

    • Founders Perspectives on VCs

  • 34

    Performance Reporting

    • TVPI & MOIC

    • Excel Models for Performance Reporting

    • fund performance reporting

  • 35

    Career Prep

    • VC & Private Equity Career Roadmap Template

    • Resume & Coverletter Template

    • Career Titles

    • Goals: Self Reflection

    • Your VC / PE Career Toolkit

    • VC / Private Equity Job Tracker Spreadsheet

    • Practice Interview Question - Return Analysis

    • Good Blogs & Reading

    • Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study

    • Case Study #1: Video: Digital Health Interview Financial Modeling Case Study

    • Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)

    • Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study

    • Case Study #3 : Medical Device Company Decks & Models

    • Case Study #3 (PART1) : VIDEO Medical Device Company Lecture

    • Case Study #3: Part 2: VIDEO Medical Device Company Lecture

    • Case Study 4: Convertible Securities & Dilution

    • Case Study 4: Convertible Securities & Dilution (Excel Model)

    • Mock interviews & resume prep / career coaching

    • Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity

    • Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • Case Study 6: Video: ARR & Revenue Analysis

    • Case Study 6: Excel ARR & Revenue Analysis

  • 36

    Launch Your Own Fund

    • The Emerging Fund Manager Universe

    • Institutional LP / Allocator Universe

    • How to Reach out to LPs

    • Fund Manager Career Trajectory

    • The Evolution of Fund I to III

    • Fund Manager Tools

    • Due Diligence Checklists / Recycling Distributions Best Practices

    • Fund Team Dynamics / Best Practices

    • Building an Institutional Investment Track Record

    • Typical LP Questions - to be AWARE of

    • Developing a Fund Strategy

    • Differentiating your Fund

    • Fund Portfolio Construction

    • Portfolio Construction Resources

    • Fund Terms Best Practices

    • Video: Saving Money with management Fee Offsets

    • Save Money on Your GP Commit with Management Fee Offsets

    • Friendly Terms for both Funds & LPs

    • Live Chat With a Multibillion Dollar Single Family Office who invests in funds

    • Live Video with an LP Investing in Funds

    • Live Video with an LP: Single Family Office in USA

    • Live Video with an LP: Single Family Office in the UK

    • Live Video with an LP: Fund of Funds

    • Fund Model Template

    • Fund Modeling (video lecture by an LP)

    • How LPs Conduct Due Diligence

    • Build vs. Buy for Fund Managers

    • Performance Reporting

    • Fund Datarooms Templates & Best Practices

    • LP Deck & Fundraising Templates (for educational purposes only)

    • Legal / Compliance Best Practices

    • Fund Marketing & Fundraising Best Practices

    • LP Update Template

    • Company Updates to LPs & Fund Managers

    • Fund Manager Demo Day

TRANSFORM YOUR CAREER

Into the Exciting World of Private Equity & Venture Capital